About this opportunity
BMO Financial Group lists this Private Wealth Advisor II opportunity in chicago, Illinois. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Serves as the primary relationship manager for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, delivering a comprehensive wealth management experience that integrates banking solutions, investment strategies, and holistic financial planning. This role combines credit and lending proficiency with investment and planning expertise ensuring clients receive seamless, end-to-end financial advice. Coordinates multi-disciplinary teams to craft and execute creative solutions for the client.
nnnDevelops and executes the business development strategy, sales targets and the sales results for the assigned region.
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nnDevelops internal and external networks and referral sources to grow business in the assigned portfolio / jurisdiction.
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nnEnhances presence in the marketplace by collaborating with other experts (e.g. internal team, outside attorneys, accountants) to create integrated business development plan.
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nnActs as the primary Relationship Manager for assigned client relationships
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nnLeads / assists with creation business proposals or presentations (e.g. relationship plans, financial plans and reviews)
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nnLeads Annual Client Review with team members to evaluate changing needs, increase communication with client, and implement the client experience.
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nnProduces client reports that demonstrate the value provided and assesses clients at-risk for retention.
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nnEnsures timely execution of transactions and requests.
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nnProactively identifies client needs and concerns to diagnose and facilitate resolution of client issues.
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nnIntroduces subject matter experts to the client.
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nnShares wealth solutions expertise and product knowledge across regional team.
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nnDevelops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
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nnHelps determine business priorities and best sequence for execution of business/group strategy.
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nnBuilds effective relationships with internal/external stakeholders.
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nnEnsures alignment between stakeholders.
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nnMonitors and tracks performance, and addresses any issues.
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nnDesigns and produces regular and ad-hoc reports, and dashboards.
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nnBuilds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
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nnProvides input into the planning and implementation of operational programs.
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nnExecutes work to deliver timely, accurate, and efficient service.
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nnMaintains up-to-date knowledge of financial markets, products, and regulatory changes through ongoing training and professional development.
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nnIdentifies business needs, designs/develops tools and training programs; may include delivery of training to audiences.
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nnActs as the central point of contact for clients, coordinating all aspects of their financial needs.
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nnBuilds deep, trusted relationships and delivers personalized advice aligned with clients’ goals.
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nnProvides tailored banking solutions that include credit facilities, mortgages, and liquidity strategies.
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nnDesigns and implements investment portfolios and wealth planning strategies (e.g. retirement, estate, tax optimization).
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nnCollaborates with internal specialists for tax, trust and insurance solutions to deliver holistic advice.
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nnEnsures adherence to regulatory, legal and ethical requirements.
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nnMaintains rigorous risk management practices across all client solutions.
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nnConducts regular reviews to assess progress toward financial objectives.
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nnTake measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.
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nnFocus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
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nnProvides specialized consulting, analytical and technical support.
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nnExercises judgment to identify, diagnose, and solve problems within given rules.
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nnWorks independently and regularly handles non-routine situations.
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nnBroader work or accountabilities may be assigned as needed.
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n nQualifications:
nnnTypically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
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nnMBA certification preferred.
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nnCertified Financial Planner is preferred.
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nnExperience dealing with HNW and UHNW clients.
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nnBroad knowledge of all facets of wealth management.
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nnIn-depth knowledge of Bank products, services and capabilities.
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nnDeep knowledge and technical proficiency gained through extensive education and business experience.
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n nIntermediate Proficiency:
nnnStrategic relationship management
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nnNetworking
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nnBusiness Development
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nnCommercial acumen (i.e. can apply business and financial principles to create value for both the client and the firm)
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n nAdvanced Proficiency:
nnnFinancial planning
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nnClient service
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nnCollaboration
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nnCustomer Service
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nnProblem Solving
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n nSalary:
n$90,000.00 - $180,000.00
nPay Type:
nSalaried
nThe above represents BMO Financial Group’s pay range and type.
nSalaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.
nBMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit:
nAbout Us
nAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
nAs a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.
nTo find out more visit us at
nBMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
nBMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to and let us know the nature of your request and your contact information.
nNote to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Worksite address
chicago, IL, 60290, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.